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Mastercard

3,468 hedge funds and large institutions have $446B invested in Mastercard in 2025 Q2 according to their latest regulatory filings, with 211 funds opening new positions, 1,413 increasing their positions, 1,342 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,468
Holders Change
+31
Holders Change %
+0.9%
% of All Funds
46.48%
Holding in Top 10
337
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-10.37%
% of All Funds
4.52%
New
211
Increased
1,413
Reduced
1,342
Closed
116
Calls
$3.08B
Puts
$4.68B
Net Calls
-$1.6B
Net Calls Change
-$1.04B
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
2876
Wagner Wealth Management
South Carolina
$339K -$27.5K -49 -8%
GHAM
2877
Gilman Hill Asset Management
Connecticut
$338K +$19.1K +34 +6%
FFW
2878
Fusion Family Wealth
New York
$338K
HAIM
2879
Hunter Associates Investment Management
Pennsylvania
$338K +$4.48K +8 +1%
CCM
2880
Consolidated Capital Management
California
$337K -$1.12K -2 -0.3%
HI
2881
Hoey Investments
Pennsylvania
$337K
MWM
2882
Maripau Wealth Management
Indiana
$337K -$271K -482 -45%
HPG
2883
Harvest Portfolios Group
Ontario, Canada
$337K -$223K -396 -40%
FWP
2884
Falcon Wealth Planning
California
$337K +$72.5K +129 +27%
RBWA
2885
RFG - Bristol Wealth Advisors
Massachusetts
$336K -$15.2K -27 -4%
EFL
2886
ERn Financial LLC
Wisconsin
$335K -$14.6K -26 -4%
FA
2887
Fedenia Advisers
Wisconsin
$335K -$562 -1 -0.2%
SGI
2888
Swan Global Investments
Colorado
$335K +$60.1K +107 +22%
DWP
2889
Destiny Wealth Partners
Florida
$334K -$5.62K -10 -2%
QPWM
2890
Quadrant Private Wealth Management
Pennsylvania
$333K +$33.2K +59 +11%
BCG
2891
Bravias Capital Group
New Jersey
$332K
CWA
2892
Core Wealth Advisors
Florida
$332K +$332K +590 New
FCMT
2893
Founders Capital Management (Texas)
Texas
$332K
WIA
2894
Wealthedge Investment Advisors
New York
$331K -$2.25K -4 -0.7%
GWM
2895
GK Wealth Management
Nevada
$331K -$125K -223 -27%
HCM
2896
Highview Capital Management
Illinois
$329K
WMA
2897
West Michigan Advisors
Michigan
$328K +$6.18K +11 +2%
ACM
2898
Avalon Capital Management
California
$325K -$156K -278 -32%
ES
2899
Eagle Strategies
New York
$324K +$41K +73 +14%
AFG
2900
ABLE Financial Group
Arizona
$324K -$10.1K -18 -3%